Shopify Inc.
SHOP- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001594805
No open-market purchases or sales by Shopify Inc. insiders were filed in the last 90 days; 1,719 institutions reported holding it in 13F filings for Q2 2026, worth $94.6B in total; 3 superinvestors hold it, including ARK Invest and D1 Capital Partners.
13F holders, Q4 2023
Institutional positions in Shopify Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,214
- +145 vs. Q3 2023
- Shares held
- 809.8M
- +33.7M (+4.3%) vs. Q3 2023
- Total value
- $63.1B
- +$20.6B (+48.3%) vs. Q3 2023
- New holders
- 251
- 364 more added
- Sold out
- 106
- 420 more reduced
12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SHOP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,719 | $94.6B |
| Q1 2026 | 1,741 | $99.1B |
| Q4 2025 | 1,892 | $138.3B |
| Q3 2025 | 1,718 | $123.4B |
| Q2 2025 | 1,555 | $97.4B |
| Q1 2025 | 1,480 | $80.9B |
| Q4 2024 | 1,490 | $88.7B |
| Q3 2024 | 1,262 | $66.6B |
| Q2 2024 | 1,213 | $53.8B |
| Q1 2024 | 1,222 | $61.5B |
| Q4 2023 | 1,214 | $63.1B |
| Q3 2023 | 1,081 | $42.6B |
| Q2 2023 | 1,127 | $50.6B |
| Q1 2023 | 1,028 | $36.8B |
| Q4 2022 | 973 | $26.7B |
| Q3 2022 | 883 | $19.6B |
| Q2 2022 | 968 | $22.2B |
| Q1 2022 | 1,149 | $52.1B |
| Q4 2021 | 1,352 | $108.3B |
| Q3 2021 | 1,228 | $104.0B |
| Q2 2021 | 1,213 | $111.4B |
| Q1 2021 | 1,158 | $82.9B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Heartland Consultants, Inc. | 4,335 | $338.0K | 0.04% | −38−0.9% | Reduced |
| Leeward Financial Partners, LLC | 4,367 | $340.2K | 0.16% | −552−11.2% | Reduced |
| Avantax Planning Partners, Inc. | 4,393 | $342.2K | 0.01% | +4,393 | New |
| Objectivity Squared, LLC | 4,399 | $342.7K | 0.34% | +4,399 | New |
| Conservest Capital Advisors, Inc. | 4,420 | $344.3K | 0.04% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,451 | $346.7K | 0.07% | −257−5.5% | Reduced |
| Avidian Wealth Solutions, LLC | 4,460 | $347.4K | 0.02% | −900−16.8% | Reduced |
| White Pine Investment CO | 4,465 | $348.0K | 0.11% | +4,465 | New |
| Aspen Investment Management Inc | 4,465 | $348.0K | 0.19% | +4,465 | New |
| Dynamic Technology Lab Private Ltd | 4,478 | $349.0K | 0.04% | −29,812−86.9% | Reduced |
| Heritage Investors Management Corp | 4,500 | $351.0K | 0.01% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 4,530 | $352.9K | 0.33% | −550−10.8% | Reduced |
| Winthrop Advisory Group LLC | 4,535 | $353.3K | 0.06% | +95+2.1% | Added |
| Garrison Point Advisors, LLC | 4,540 | $353.7K | 0.25% | +100+2.3% | Added |
| HBW Advisory Services LLC | 4,544 | $354.0K | 0.07% | −20−0.4% | Reduced |
| Sandy Spring Bank | 4,565 | $355.6K | 0.02% | −310−6.4% | Reduced |
| Regions Financial Corp | 4,570 | $356.0K | 0.00% | −1,688−27.0% | Reduced |
| Compass Wealth Management LLC | 4,590 | $357.6K | 0.10% | −100−2.1% | Reduced |
| Optimum Investment Advisors | 4,595 | $358.0K | 0.18% | +500+12.2% | Added |
| Ashford Capital Management Inc | 4,600 | $358.3K | 0.05% | −100−2.1% | Reduced |
| Oxbow Advisors, LLC | 4,605 | $358.7K | 0.05% | +4,605 | New |
| Verus Capital Partners, LLC | 4,645 | $361.8K | 0.04% | −270−5.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,650 | $362.2K | 0.02% | −120−2.5% | Reduced |
| Alliance Wealth Advisors, LLC | 4,658 | $362.9K | 0.12% | +47+1.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 4,663 | $363.2K | 0.23% | +4,663 | New |
| Essex Financial Services, Inc. | 4,666 | $363.5K | 0.04% | −42−0.9% | Reduced |
| Garden State Investment Advisory Services LLC | 4,688 | $365.2K | 0.15% | +2,125+82.9% | Added |
| Coastline Trust Co | 4,690 | $365.4K | 0.05% | +4,690 | New |
| Nemes Rush Group LLC | 4,711 | $367.0K | 0.06% | −517−9.9% | Reduced |
| Centurion Wealth Management LLC | 4,752 | $370.2K | 0.16% | +184+4.0% | Added |
| Capital Asset Advisory Services LLC | 4,753 | $370.3K | 0.02% | −2,064−30.3% | Reduced |
| Csenge Advisory Group | 4,756 | $370.5K | 0.02% | +253+5.6% | Added |
| PFG Advisors | 4,779 | $372.3K | 0.03% | −30−0.6% | Reduced |
| Geneos Wealth Management Inc. | 4,781 | $372.4K | 0.02% | −370−7.2% | Reduced |
| Montgomery Investment Management Inc | 4,800 | $373.9K | 0.11% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,823 | $375.7K | 0.04% | +302+6.7% | Added |
| Circle Wealth Management, LLC | 4,833 | $376.5K | 0.01% | −1,851−27.7% | Reduced |
| Powell Investment Advisors, LLC | 4,835 | $376.6K | 0.21% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 4,839 | $377.0K | 0.03% | +150+3.2% | Added |
| Moseley Investment Management Inc | 4,872 | $379.5K | 0.21% | −506−9.4% | Reduced |
| Callan Capital, LLC | 4,884 | $380.5K | 0.04% | +4,884 | New |
| Institute for Wealth Management, LLC. | 4,895 | $381.3K | 0.06% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 4,900 | $381.7K | 0.10% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4,920 | $383.3K | 0.00% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 4,921 | $383.3K | 0.08% | +750+18.0% | Added |
| McIlrath & Eck, LLC | 4,923 | $383.5K | 0.07% | +10.0% | Added |
| Guardian Asset Advisors, LLC | 4,934 | $384.4K | 0.36% | +4,934 | New |
| Westmount Partners, LLC | 4,957 | $386.1K | 0.16% | −50−1.0% | Reduced |
| Advanced Research Investment Solutions, LLC | 4,960 | $386.4K | 0.24% | 00.0% | Unchanged |
| American Money Management, LLC | 4,970 | $387.2K | 0.09% | −110−2.2% | Reduced |
| Clarity Wealth Advisors, LLC | 4,975 | $387.6K | 0.15% | +230+4.8% | Added |
| Aptus Capital Advisors, LLC | 4,984 | $388.3K | 0.01% | −1,015−16.9% | Reduced |
| Northside Capital Management, LLC | 5,000 | $389.5K | 0.12% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 5,017 | $390.8K | 0.02% | −17−0.3% | Reduced |
| Clearstead Advisors, LLC | 5,034 | $392.1K | 0.02% | +92+1.9% | Added |
| Harbour Capital Advisors, LLC | 5,475 | $393.2K | 0.11% | +5,475 | New |
| Teamwork Financial Advisors, LLC | 5,051 | $393.5K | 0.07% | +88+1.8% | Added |
| InterOcean Capital Group, LLC | 5,140 | $400.4K | 0.01% | −365−6.6% | Reduced |
| Landscape Capital Management, L.L.C. | 5,150 | $401.2K | 0.04% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,172 | $402.9K | 0.14% | −67−1.3% | Reduced |
| K.J. Harrison & Partners Inc | 5,175 | $403.6K | 0.07% | +5,175 | New |
| Oxinas Partners Wealth Management LLC | 5,197 | $404.8K | 0.29% | −183−3.4% | Reduced |
| Centaurus Financial, Inc. | 5,198 | $405.0K | 0.03% | −309−5.6% | Reduced |
| PSI Advisors, LLC | 5,200 | $405.1K | 0.15% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 5,214 | $406.2K | 0.39% | +193+3.8% | Added |
| Eisler Capital (UK) Ltd. | 5,284 | $411.6K | 0.04% | −73,130−93.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 5,286 | $411.8K | 0.17% | +5,286 | New |
| LM Advisors LLC | 5,294 | $412.4K | 0.08% | +5,294 | New |
| Lake Hills Wealth Management, LLC | 5,303 | $413.1K | 0.41% | +18+0.3% | Added |
| Investment House LLC | 5,315 | $414.0K | 0.03% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 5,347 | $416.5K | 0.29% | −361−6.3% | Reduced |
| Flow Traders U.S. LLC | 5,359 | $417.0K | 0.01% | +5,359 | New |
| Alan B. Lancz & Associates, Inc. | 5,360 | $417.5K | 0.44% | −500−8.5% | Reduced |
| Exencial Wealth Advisors, LLC | 5,376 | $418.8K | 0.02% | +5,376 | New |
| NorthRock Partners, LLC | 5,378 | $418.9K | 0.02% | +5,378 | New |
| Bokf, NA | 5,385 | $419.5K | 0.01% | +67+1.3% | Added |
| JGP Wealth Management, LLC | 5,396 | $420.4K | 0.06% | −51−0.9% | Reduced |
| Proequities, Inc. | 5,429 | $422.9K | 0.03% | +1,002+22.6% | Added |
| Clay Northam Wealth Management, LLC | 5,455 | $424.9K | 0.38% | −180−3.2% | Reduced |
| Gill Capital Partners, LLC | 5,466 | $425.8K | 0.18% | +60+1.1% | Added |
| Intrua Financial, LLC | 5,471 | $426.2K | 0.07% | +5,471 | New |
| HB Wealth Management, LLC | 5,517 | $429.8K | 0.01% | +1,002+22.2% | Added |
| Vise Technologies, Inc. | 5,522 | $430.2K | 0.09% | +366+7.1% | Added |
| Correct Capital Wealth Management | 5,539 | $431.5K | 0.11% | +5,539 | New |
| SageView Advisory Group, LLC | 5,252 | $432.4K | 0.02% | +5,252 | New |
| Rhumbline Advisers | 5,557 | $432.9K | 0.00% | −47−0.8% | Reduced |
| SeaCrest Wealth Management, LLC | 5,813 | $433.1K | 0.05% | +5,813 | New |
| Hartline Investment Corp | 5,567 | $433.7K | 0.07% | +5,567 | New |
| Kozak & Associates, Inc. | 5,410 | $439.9K | 0.14% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 5,710 | $444.8K | 0.05% | +5,710 | New |
| Rede Wealth, LLC | 5,934 | $462.3K | 0.22% | 00.0% | Unchanged |
| WMS Partners, LLC | 5,973 | $465.3K | 0.03% | −359−5.7% | Reduced |
| Strategic Blueprint, LLC | 5,998 | $467.2K | 0.04% | −131−2.1% | Reduced |
| Western Wealth Management, LLC | 6,004 | $467.7K | 0.03% | +6,004 | New |
| One Wealth Management Investment & Advisory Services, LLC | 6,019 | $468.9K | 0.21% | +6,019 | New |
| DFPG Investments, LLC | 6,534 | $469.3K | 0.04% | −98−1.5% | Reduced |
| Johnson Investment Counsel Inc | 6,030 | $469.7K | 0.01% | +100+1.7% | Added |
| Driehaus Capital Management LLC | 6,044 | $470.8K | 0.01% | +6,044 | New |
| Family Wealth Group, LLC | 6,055 | $471.7K | 0.59% | +6,055 | New |
| Sapient Capital LLC | 6,126 | $477.2K | 0.01% | +6,126 | New |